Oracle® Argus Safety BI Publisher Periodic Reporting Extensibility Guide Release 8.0 E56916-02 April 2015 Oracle Argus Safety BI Publisher Periodic Reporting Extensibility Guide, Release 8.0 E56916-02 Copyright © 2015, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. 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Contents Preface................................................................................................................................................................ vii Audience...................................................................................................................................................... vii Documentation Accessibility................................................................................................................... viii Related Documents................................................................................................................................... viii Finding Information and Patches on My Oracle Support................................................................... viii Finding Oracle Documentation................................................................................................................. x Conventions................................................................................................................................................. x 1 Introduction 2 Overview 2.1 Out-of-the-box Periodic Reports............................................................................................... 2-1 2.2 Supported Output Formats....................................................................................................... 2-1 2.3 Security Limitations.................................................................................................................... 2-1 2.3.1 Authorization....................................................................................................................... 2-2 2.3.2 Authentication...................................................................................................................... 2-2 2.4 Catalog.......................................................................................................................................... 2-2 2.5 Scheduler Support...................................................................................................................... 2-2 2.6 Template Design......................................................................................................................... 2-2 2.7 Database Code Wrapping.......................................................................................................... 2-2 3 Generic Architecture 3.1 Generic Architecture................................................................................................................... 3-1 4 Database Architecture 4.1 Database Architecture................................................................................................................ 4-1 4.1.1 BI Publisher Periodic Reporting Owner Schema............................................................ 4-1 4.1.2 Tables..................................................................................................................................... 4-2 4.1.3 Views..................................................................................................................................... 4-3 4.1.4 Database Link....................................................................................................................... 4-4 4.1.5 Java Objects and Function Call.......................................................................................... 4-4 4.1.6 Packages................................................................................................................................ 4-4 4.1.7 BI Publisher Owner Schema Database Jobs..................................................................... 4-7 4.2 Argus Safety Database Updates............................................................................................... 4-7 iii 4.2.1 Table Changes Required..................................................................................................... 4-7 4.2.2 Package Changes Required................................................................................................ 4-8 4.3 Access Grants to BI Publisher Owner...................................................................................... 4-8 5 Design Structure 5.1 BI Publisher Periodic Reports Design Structure..................................................................... 5-1 5.1.1 BI Publisher Data Model..................................................................................................... 5-1 5.1.1.1 Data Sets......................................................................................................................... 5-1 5.1.1.2 Event Triggers............................................................................................................... 5-2 5.1.1.3 Parameters..................................................................................................................... 5-2 5.1.2 BI Publisher Report Layout................................................................................................ 5-4 5.2 Report Data Flow........................................................................................................................ 5-4 5.2.1 Argus Safety UI Entry......................................................................................................... 5-4 5.2.2 BI Publisher Data Flow....................................................................................................... 5-5 6 Extending a BIP Report 6.1 Database Layer............................................................................................................................ 6-1 6.1.1 Configuration Extensibility................................................................................................ 6-2 6.1.2 Extending with User Exits.................................................................................................. 6-2 6.1.3 Extending Global Temporary Tables................................................................................ 6-4 6.1.4 Extending using Custom Objects...................................................................................... 6-4 6.1.4.1 Adding New Columns to GTT or RM Tables........................................................... 6-4 6.1.4.2 Filling Custom Tables.................................................................................................. 6-4 6.1.4.3 Filling Custom Views................................................................................................... 6-4 6.1.4.4 Filling Custom Packages............................................................................................. 6-5 6.1.5 BIP Custom Schema for Cloud.......................................................................................... 6-5 6.1.6 Adding or Modifying a View............................................................................................. 6-5 6.1.7 Adding a Column to the Existing Table........................................................................... 6-5 6.2 Extending the BI Publisher Data Model.................................................................................. 6-5 6.2.1 Data Model Query Naming Convention.......................................................................... 6-5 6.2.2 Data Model Nested Queries............................................................................................... 6-6 6.2.3 Data Structure Groups........................................................................................................ 6-7 6.2.4 DSUR Summary Table Naming Conventions................................................................. 6-8 6.2.5 Case Series Tables................................................................................................................ 6-9 6.2.5.1 Common Queries (lexicals) Used in Reports............................................................ 6-9 6.2.6 Lexical Parameters............................................................................................................ 6-10 7 Managing Users and Roles 7.1 Creating Users and Assigning Roles........................................................................................ 7-1 7.1.1 Creating Custom Roles....................................................................................................... 7-3 7.2 Configuring BIP Roles and Permissions.................................................................................. 7-5 7.2.1 Out-of-the-box BIP Configuration..................................................................................... 7-5 7.3 Fusion Middleware Security Model......................................................................................... 7-6 7.3.1 Creating Roles, Adding Data Sources, and Assigning Roles in WebLogic Enterprise Manager 7-6 7.4 Creating Application Policy...................................................................................................... 7-7 iv 7.5 Configuring BIP Users and Roles: Oracle Fusion Middleware Security Model............. 7-10 7.5.1 BI Admin User................................................................................................................... 7-10 7.5.2 Data Modeler User............................................................................................................ 7-10 7.5.3 Report Writer User........................................................................................................... 7-10 7.5.4 Global Admin User........................................................................................................... 7-10 7.5.5 Configuring BIP Roles...................................................................................................... 7-11 7.5.6 Folder Level Permissions................................................................................................. 7-11 A Parameters B Blinding B.1 Blinding Logic............................................................................................................................ B-1 C Flexible Data Re-Categorization C.1 Flexible Data Re-Categorization............................................................................................. C-1 D Troubleshooting D.1 BIP Icon not Displayed Against Corresponding BIP Specific Fields in the Periodic Reporting Configuration D-1 D.2 BI Publisher Periodic report does not Execute from Argus UI........................................... D-2 D.3 Database Connection Errors..................................................................................................... D-3 D.4 BI Publisher Scheduled Report Output does not Show up................................................. D-4 v vi Preface BI Publisher Periodic Reporting enables flexible handling of periodic reports in Argus Safety. The Oracle Argus Safety BI Publisher Periodic Reporting Extensibility Guide provides Argus Safety–BI Publisher integration details, and out-of-the-box periodic report details along with data models, algorithms, and methods to customize or extend these reports as needed. This preface includes the following topics: ■ Audience ■ Documentation Accessibility ■ Related Documents ■ Finding Information and Patches on My Oracle Support ■ Finding Oracle Documentation ■ Conventions Audience This guide assumes that your organization has the expertise to perform the job functions listed in this section. If your staff lacks these skills, we recommend that you engage Oracle Health Sciences Consulting. Oracle Database Administrators Customizing the database package supplied with Oracle Argus Safety BI Publisher Periodic Reporting requires a level of knowledge equivalent to having mastered the material in Oracle's DBA Architecture and Administration course. You must be able to read SQL*Plus scripts and edit them. You must be able to run SQL scripts and review logs for Oracle errors. System Administrators Customizing and maintaining an Oracle Argus Safety BI Periodic Reporting requires mastery of the following tools: ■ Microsoft Windows Operating System ■ Unix or Linux based Operating Systems ■ OBIEE and (or) Oracle BI Publisher ■ Oracle Web Logic Administration vii Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Related Documents For more information, see the following documents in the Oracle Argus Safety documentation set: ■ Oracle Argus Safety User's Guide ■ Oracle Argus Safety Administrator's Guide ■ Oracle Argus Safety Database Administrator's Guide ■ Oracle Argus Dossier User's Guide ■ Oracle Argus Unblinding User's Guide ■ Oracle Business Intelligence Quick Start Guide ■ Oracle Business Intelligence Report Designer's Guide ■ Oracle Business Intelligence Administrator's Guide ■ Oracle Business Intelligence User's Guide ■ Oracle Business Intelligence Data Modeling Guide ■ Oracle Business Intelligence Developer's Guide ■ Argus Safety BIP Aggregate Reporting User’s Guide Finding Information and Patches on My Oracle Support Your source for the latest information about Argus Safety is Oracle Support's self-service website My Oracle Support. Before you install and use Argus Safety, always visit the My Oracle Support website for the latest information, including alerts, White Papers, and bulletins. Creating a My Oracle Support Account You must register at My Oracle Support to obtain a user name and password account before you can enter the website. To register for My Oracle Support: 1. Open a web browser to https://support.oracle.com. 2. Click the Register link to create a My Oracle Support account. The registration page opens. 3. Follow the instructions on the registration page. viii Signing In to My Oracle Support To sign in to My Oracle Support: 1. Open a web browser to https://support.oracle.com. 2. Click Sign In. 3. Enter your user name and password. 4. Click Go to open the My Oracle Support home page. Finding Information on My Oracle Support There are many ways to find information on My Oracle Support. Searching by Article ID The fastest way to search for information, including alerts, White Papers, and bulletins is by the article ID number, if you know it. To search by article ID: 1. Sign in to My Oracle Support at https://support.oracle.com. 2. Locate the Search box in the upper right corner of the My Oracle Support page. 3. Click the sources icon to the left of the search box, and then select Article ID from the list. 4. Enter the article ID number in the text box. 5. Click the magnifying glass icon to the right of the search box (or press the Enter key) to execute your search. The Knowledge page displays the results of your search. If the article is found, click the link to view the abstract, text, attachments, and related products. Searching by Product and Topic You can use the following My Oracle Support tools to browse and search the knowledge base: ■ Product Focus — On the Knowledge page under Select Product, type part of the product name and the system immediately filters the product list by the letters you have typed. You do not need to type Oracle. Select the product you want from the filtered list and then use other search or browse tools to find the information you need. ■ Advanced Search — You can specify one or more search criteria, such as source, exact phrase, and related product, to find information. This option is available from the Advanced link on almost all pages. Finding Patches on My Oracle Support Be sure to check My Oracle Support for the latest patches, if any, for your product. You can search for patches by patch ID or number, or by product or family. To locate and download a patch: 1. Sign in to My Oracle Support at https://support.oracle.com. 2. Click the Patches & Updates tab. The Patches & Updates page opens and displays the Patch Search region. You have the following options: ix ■ In the Patch ID or Number field, enter the number of the patch you want. (This number is the same as the primary bug number fixed by the patch.) This option is useful if you already know the patch number. ■ To find a patch by product name, release, and platform, click the Product or Family link to enter one or more search criteria. 3. Click Search to execute your query. The Patch Search Results page opens. 4. Click the patch ID number. The system displays details about the patch. In addition, you can view the Read Me file before downloading the patch. 5. Click Download. Follow the instructions on the screen to download, save, and install the patch files. Finding Oracle Documentation The Oracle website contains links to all Oracle user and reference documentation. You can view or download a single document or an entire product library. Finding Oracle Health Sciences Documentation To get user documentation for Oracle Health Sciences applications, go to the Oracle Health Sciences documentation page at: http://www.oracle.com/technetwork/documentation/hsgbu-154445.html Note: Always check the Oracle Health Sciences Documentation page to ensure you have the latest updates to the documentation. Finding Other Oracle Documentation To get user documentation for other Oracle products: 1. Go to the following web page: http://www.oracle.com/technology/documentation/index.html Alternatively, you can go to http://www.oracle.com, point to the Support tab, and then click Documentation. 2. Scroll to the product you need and click the link. 3. Click the link for the documentation you need. Conventions The following text conventions are used in this document: Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. x
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